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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Barton Investment Management	[2026-06-30]	SOLE	0	415,541
Avanza Fonder AB	[2026-06-30]	SOLE	43,865	43,865
Merit Financial Group LLC	[2026-06-30]	OTR	0	25,071
Intact Investment Management Inc	[2026-06-30]	SOLE	14,900	14,900
Merit Financial Group LLC	[2026-06-30]	SOLE	0	10,076
Cardinal Point Capital Management ULC	[2026-06-30]	SOLE	0	8,175
Net Worth Advisory Group	[2026-06-30]	SOLE	7,520	7,520
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	108	5,915
Versant Capital Management Inc	[2026-06-30]	SOLE	1,800	1,800
Cromwell Holdings LLC	[2026-06-30]	SOLE	1,531	1,531
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,098
First Horizon Corp	[2026-06-30]	DFND	0	1,054
IFP Advisors LLC	[2026-06-30]	SOLE	847	847
LRI Investments LLC	[2026-06-30]	SOLE	450	451
Grove Bank & Trust	[2026-06-30]	SOLE	0	187
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	118
Corecap Advisors LLC	[2026-06-30]	SOLE	0	109
Gamma Investing LLC	[2026-06-30]	DFND	108	108
First Horizon Corp	[2026-06-30]	OTR	0	21
Ares Financial Consulting LLC	[2026-06-30]	SOLE	19	19
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	19
Beaird Harris Wealth Management LLC	[2026-06-30]	SOLE	0	10
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	10
True Wealth Design LLC	[2026-06-30]	SOLE	0	9
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